This add-on combines our Artificial Intelligence and Machine Learning features under one package.
The Intelligence Add-on includes the following powerful tools:
The Generative AI Summary Dashlet is a new capability in SugarCRM that provides AI-generated summaries for opportunity and case records. Using OpenAI models, it generates concise overviews that highlight key points, sentiment analysis, and next steps.
Any user with access to Opportunities or Cases can view the dashlet once it is added.
Tokens can be thought of as pieces of words. Before the API processes the request, the input is broken down into tokens. These tokens are not cut up exactly where the words start or end - tokens can include trailing spaces and sub-words.
A helpful rule of thumb for understanding tokens in terms of lengths is that 1,000 words ~= 1,365 tokens.
Each user is allocated 500,000 tokens per month for generative AI usage. To manage additional usage, customers have two options:
Currently, in the product, Admins and users who added an AI Summary dashlet on their own dashboard can see in the Intelligence dashlet the percentage of usage for the month (resets on the 1st).
If no additional tokens have been purchased, we will pause the GAI service when they reach 100% of their monthly allocation. The service will resume on the 1st of the month.
Advanced and Premier customers can keep using Predict in their current contract, but they must buy the Intelligence Add-on at the renewal.
Provides key insights including expected outcomes, key contacts, perceived risks, suggested next actions, and competitors.
Includes sentiment analysis and language translation.
By automating the summarization of detailed interaction histories and notes, it reduces the time and effort required for users to review extensive data. This allows users to quickly grasp essential information, enhancing productivity.
Quick access to summarized customer interactions helps sales teams identify upsell and cross-sell opportunities, boosting sales performance.
With quick access to summarized interaction histories, customer service representatives can respond more effectively to customer inquiries, improving customer satisfaction and relationships.
Other capabilities include enhanced forecasting, service insights, customer sentiment analysis, revenue intelligence, predictive lead analytics, and more.
The initial summary is generated when an opportunity or case record is opened. The summary will be regenerated when the record view page is refreshed and new or updated data analyzed by the summary is available, ensuring it reflects the most recent data.
Yes, but all data used by the summary is anonymized by SugarCRM before sharing it with OpenAI to ensure privacy and security. The customer’s data is not used to train their models.
